Product updates: How to use your Fundportal to share user-specific documents
In FundPortal, you already had a very feature rich Fund Documents Room, in which each file is assigned a privilege level.
Starting today, FundPortal comes with investor-specific document vaults. You can now securely share Investor Balance Statements, signed NDAs, and more.
Five simple questions investors ask about hedge funds… and how you can answer them
Investors face tough decisions when deciding how to allocate capital. After all, choosing between thousands of funds is a complicated process.
Here are 5 simple questions investors ask when selecting a fund that’s right for them and how a fund should answer in order to give themselves the best chance of engagement.
4 tips and tools that can help you raise capital in a smoother way
For young and smaller firms, raising capital can seem like a never-ending job. It requires hard work, patience, and a willingness to continually knock on doors that show no signs of opening. Thankfully, you don’t have to do it alone. With the right software solutions, tools, website, and partners, your next round of funding won’t be nearly as stressful, awkward, or energy-depleting. Here are some ideas that will help you succeed.
Navigating through new features of FundPortal 3.12
After months of an ongoing dialog with our customers, furious coding and indefinite testing we are proud to introduce the newest version of FundPortal 3.12.
AIMA Next Generation Manager Forum 2018: Our Experiences
Friday 8th of June: World’s best class Hedge Fund Managers, International Allocators, and expert service providers met in Amba Hotel in London, to share the preliminary results on AIMA’s next survey: ‘Making it big’. The idea is to track and replicate the evolution of a Hedge Fund from start-up to a billion dollars in assets under management and beyond.
Edgefolio powers the Thales digital capital introduction platform
Thalēs, the New York-based derivatives broker and placement firm, has announced the official launch of its digital capital introduction platform Agora.
The Agora platform, launched in early 2017 in beta, provides institutional investors with analytical tools to discover, analyse, compare, monitor, and connect with hedge fund managers interactively.
Edgefolio’s technology to power Nomura, Asia’s Global Investment Bank
Edgefolio is proud to have been selected as a technology provider to Nomura. This partnership marks the entry for Edgefolio into the Asian markets and brings Nomura’s Hedge Fund clients to the forefront of the industry’s movement towards greater transparency and stronger compliance – all in a powerful digital environment.
Hugo Fund Services using Edgefolio to enhance capital introductions
Hugo Fund Services, a Swiss representative specialised in alternative investment funds looking to market to qualified investors has announced its partnership with Edgefolio.
Edgefolio’s founder talks to Business Reporter on the future of asset management
“Asset management 2.0 will be characterised by AI (robo-advisers) and data-driven decision-making, necessitating the need for a centralised data-aggregating product where key stakeholders in the space can interact. At Edgefolio, this is exactly what we are building – a marketplace connecting allocators with fund managers in a compliant, secure and beautiful way.